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ONE OAK Capital Management, LLC

ONE OAK Capital Management, LLC. CRD 170339

ONE OAK Capital Management, LLC logo

CRD: 170339

ONE OAK Capital Management, LLC

Purchase, NY, 10577
9142055821
www.oneoakcapitalmgmt.com
$418.5M Total AUM
$418.5M Disc. AUM
8.4% 3Y CAGR
14 Employees
384 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Cibc Mellon · Wells Fargo
Clients
Retail and Institutional
Platforms
Fusion pioneer
Established Date
02-01-2013
Office Locations
2

Office Locations

287 Bowman Ave. Purchase NY
-- Bronxville NY

About ONE OAK Capital Management, LLC

One Oak Capital Management is a New York-based SEC-registered RIA offering separately managed, actively managed fixed-income strategies in investment-grade municipals and corporates, supported by a disciplined risk-management framework. The firm runs tax-advantaged, taxable, and short-duration municipal portfolios for accredited/qualified investors and serves retail and institutional channels. Several municipal SMAs have earned Zephyr PSN Top Gun recognition and Morningstar ratings.

Team overview

-- AVG AGE
$38.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.4 yrs AVG TENURE
14 Employees
11 Advisory Reps
3 RIA Reps
13yrs Firm Age

Insights

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Accredited Investors

Peak eagle

Asset Classes

Bridge Catalyst atlas Signal Timber crest Peak element Summit Foundation harbor Vector peak Focus fusion

Client Personas

Value summit

Custodian

Insight eagle Pioneer Zenith Peak timber Unison Vital Zenith Meridian summit Pioneer optima Bridge Summit Atlas catalyst

Investment Themes

Ember ember Horizon vector Beacon Meridian Signal Bridge quantum

Investment Vehicles

Alpha beacon Legacy beacon

Platform

North

Services

Capital element Frontier crest Optima bridge

Technology

Glacier

Owner & Executives

J

JOANNE COSTANTINI

Chief Compliance Officer, Chief Financial Officer, Investment Advisor

CRD
--
Ownership
Less than 5%
(727) 624-1768
summit.wave@momentumcapital.com
in linkedin.com/in/radial-bridge
J

JAMES NEIL CRABB

Senior Portfolio Manager

CRD
#2175143
Ownership
Less than 5%
(809) 324-2242
fusion.insight@vertexcapital.com
in linkedin.com/in/crest-matrix
Z

Zenith signal

Insight timber alpha

CRD
#85165
Ownership
6.4%
(482) 451-6972
signal.horizon@meridiancapital.com
in linkedin.com/in/north-pathway

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Contacts

G

GARY JOHN REETZ

Investment Advisor

CRD
#1397317
(361) 948-6204
zenith.pathway@insightcapital.com
in linkedin.com/in/capital-wave
L

LARAINE FLEISHER VILLAPIANO

Portfolio Manager

CRD
#854208
(848) 359-8615
matrix.vital@alphacapital.com
in linkedin.com/in/wave-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-19-2022
04-27-2023
04-16-2024
06-30-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $418,535,463 $1,089,936
Non-Discretionary $0 --
Total $418,535,463 $1,089,936

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Separately Managed Accounts

Total SMA Asset: $245,823,584

$245.8M Total SMA
Municipal Bonds:
30.1%
Corporate - Investment Grade:
12.7%
U.S. Government/Agency:
36.0%
Other:
21.2%
Asset class Assets Assets %
Municipal Bonds $140,980,367 30.1%
Corporate - Investment Grade $59,483,411 12.7%
U.S. Government/Agency $168,614,393 36.0%
Other $99,295,142 21.2%
Total $468,373,313 100.0%

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